SOAR Tools and Worksheets

These are the tools and worksheets created by the SOAR TA Center that can help you in the SSI/SSDI Application process.

Click here to see SOAR Tools that are specific to Child SSI Applications

Getting Started

Steps to Completing an SSI/SSDI Application Using the SOAR Model | Spanish Version

Is this a SOAR Applicant?

Sample SOAR Referral Tool (DOCX) | Criminal Justice Version* (DOCX)
Definitions of Homelessness
Identifying SOAR Applicants | Criminal Justice Version* (PDF) | Spanish Version
SOAR Eligibility Decision Tree | Spanish Version

Information Gathering

Initial Meeting Worksheet (DOCX)
SSA Forms Guide (DOCX)

Non-Medical Information

Documenting In-Kind support and Maintenance (DOCX)
SSI/SSDI Non-Medical Document Checklist (DOCX)
SSI Income/Resource Worksheet (DOCX)
Rental Loan Agreement (DOCX)

Medical Records Collection

Sample Agency Authorization for Release of Information (DOCX)
Sample Medical Records Request Cover Letter (DOCX)
Frequent Medical Records Department Contact Worksheet (XLSX)
Sample Multi-Agency Release (DOCX)
Medical Records Request Tracking Worksheet (DOCX)
Medical and Functional Information for SSI/SSDI (1/1/18) (DOCX)

Medical Summary Report Tools

Medical Summary Report (MSR) Interview Guide and Template (DOCX)

Supporting Documentation

Sample Letter from Collateral Source (PDF)
Sample Employer Letter to Support Claim (PDF)

Application Review and Submission

Post-Benefit

Employment

SSDI Trial Work Period Tracking (DOCX) | Calculator (Excel)
SSI Benefits & Work: Worksheet (Word) | Calculator (Excel)

Other

Sample Withdrawal of Representative Letter (DOCX)

Appeals

Sample Good Cause Letter to SSA for Appeal (DOCX)
Sample On-the-Record Review Request (DOCX)

*These tools were developed by Policy Research Associates in partnership with the National Reentry Resource Center with a grant awarded by the Bureau of Justice Assistance.

Resources

Files

Available Files
Attachment	Size
Sample SOAR Referral Application Tool	76.01 KB
Sample SOAR Referral Application - Criminal Justice	539.13 KB
Identifying SOAR Applicants - Criminal Justice	239.39 KB
Initial Meeting Worksheet	259.56 KB
SSA Forms Guide	71.54 KB
SSI & SSDI Non-Medical Documentation Checklist	277.61 KB
SSI Income/Resource Worksheet	249.82 KB
Sample Rental Loan Agreement	252.02 KB
Sample Agency Authorization for Release of Information	16.73 KB
Sample Medical Records Request Letter	260.65 KB
MSR Template	55.17 KB
Application Tracking Worksheet	61.88 KB
Sample Physician Letter to Continue Benefits During Hospital/Nursing Home Placement	12.73 KB
SSDI Trial Work Period Tracking	67.67 KB
Sample Withdrawal of Representative Letter	25.58 KB
Sample Good Cause for Late Appeal letter	26.39 KB